Quote Events

Quote Events

You can create webhooks for the following events that occur for a quote.

Quote created

A quote is created. This payload, with an action key of quote:created, provides the following fields:mentquote:created payload
{
  "site": {
    "uniqueID": "5cf3c498-fffd-4a67-9143-d4f8219262cc",
    "name": "My Blinds",
    "subdomain": "myblinds",
    "sid": 749339
  },
  "account": {
    "UniqueID": "8d2a803f-c75e-4782-90e8-336be0ec1807",
    "name": "South Side Location",
    "email": "southsales@myblinds.com",
    "phone": "(234) 567-8901",
    "fax": "",
    "website": "www.myblinds.com",
    "accountID": "My Blinds South"
  },
  "user": {
    "FirstName": "Joe",
    "LastName": "Smith",
    "UniqueID": "6f22f0ec-cd58-4ae9-bc35-a797955b1156",
    "Email": "joe@myblinds.com",
    "Phone": "456-847-8487"
  },
  "customer": {
    "UniqueID": "a5b5a410-b321-4b45-a5b0-b10f96e6ca23",
    "ExternalID": "",
    "DisplayName": "Jack Black",
    "FirstName": "Jack",
    "LastName": "Black",
    "MiddleInitial": "",
    "CompanyName": "South Side Paints",
    "AccountNumber": "73833",
    "JobNumber": "12345",
    "Active": true,
    "SalesRep": "joe@myblinds.com",
    "Installer": "",
    "Terms": "Cash",
    "LeadSource": "Friend",
    "AppointmentType": "Initial Consult",
    "Location": "",
    "DiscountGroup": "Customer Discounts",
    "CustomerType": "",
    "AlternateInstaller": "",
    "BillToAddress1": "",
    "BillToAddress2": "",
    "BillToCity": "",
    "BillToState": "",
    "BillToZip": "",
    "BillToCountry": "",
    "TaxExempt": false,
    "TaxExemptReason": 0,
    "TaxExemptDetails": "",
    "Phones": [
      {
        "Primary": true,
        "Sequence": 1,
        "Label": "Work",
        "Number": "738-887-3803",
        "AddedOn": "2024-01-09T18:54:49.113",
        "UpdatedOn": "2024-10-28T15:57:16.61"
      },
      {
        "Primary": false,
        "Sequence": 2,
        "Label": "Mobile",
        "Number": "738-887-3893",
        "AddedOn": "2024-10-22T18:30:02.203",
        "UpdatedOn": "2024-10-28T15:57:16.613"
      }
    ],
    "ShippingAddresses": null,
    "Attachments": [
      {
        "uniqueid": "A04C28D3-929E-4CE7-B16E-2FDACA8BE13C",
        "name": "livingroom.jpg",
        "size": 36130,
        "filename": "livingroom.jpg",
        "url": "https://weboe2files.blob.core.windows.net/files/a04c28d3-929e-4ce7-b16e-2fdaca8be13c/livingroom.jpg",
        "addedon": "2025-04-14T14:21:35.690"
      }
    ],
    "EmailAddresses": null,
    "Links": [
      {
        "Type": 1,
        "Name": "Google",
        "URL": "www.google.com",
        "RelateType": 0,
        "RelateTarget": 0,
        "RelateUniqueID": "00000000-0000-0000-0000-000000000000",
        "AddedOn": "2025-04-11T16:30:16.113",
        "UpdatedOn": "2025-04-11T16:30:16.113"
      }
    ],
    "Notes": null,
    "Tags": null,
    "TaxCodes": null
  },
  "quote":
  {
    "OrderNumber": 40,
    "Sidemark": "Black 20250619",
    "JobNumber": "12345",
    "CustomerPONumber": "PO # 256544",
    "Workflow": "Quote",
    "Status": "Presented",
    "QuoteCreatedOn": "2023-02-22 14:31:20.180",
    "Subtotal1": 3011.00,
    "Subtotal2": 2898.30,
    "Total": 3119.97,
    "Balance": 0,
    "ItemsCost": 1271.25,
    "OrderCost": 1271.25,
    "SuggestedDepositPercent": 0.75,
    "SuggestedDepositAmount": 2339.98,
    "CCFeePercent": 0.04,
    "CCFeeAmount": 115.93,
    "RGA": false,
    "Sent": false,
    "Reprocess": false,
    "UniqueID": "8E8FCC20-4B0E-4F7B-A2EE-440C5B7F6762",
    "OnHold": true,
    "OnHoldMessage": "Customer needs to wait a few months",
    "Canceled": false,
    "Closed": false,
    "CustomerName": "Jack Black",
    "SalesRep": "joe@myblinds.com",
    "Installer": "",
    "Terms": "50% Deposit",
    "LeadSource": "Friend",
    "DeliveryRange": "4-5 Weeks",
    "AppointmentType": "",
    "Location": "Archdale",
    "AlternateInstaller": "",
    "InstallationLabel": "Home",
    "InstallationAddress1": "123 Main St",
    "InstallationAddrss2": "",
    "InstallationCity": "Greensboro",
    "InstallationState": "NC",
    "InstallationZip": "27401",
    "InstallationCountry": "",
    "InstallationName": "Jack Black",
    "InstallationPhoneLabel": "Mobile",
    "InstallationPhoneNumber": "738-887-3893",
    "InstallationEmailLabel": "Home",
    "InstallationEmailAddress": "jblack@gmail.com",
    "Attachments": [
      {
        "uniqueid": "c808127e-eb03-4438-b589-76f4f8ca3c49",
        "name": "livingroom.jpg",
        "size": 36130,
        "filename": "livingroom.jpg",
        "url": "https://weboe2files.blob.core.windows.net/files/a04c28d3-929e-4ce7-b16e-2fdaca8be13c/livingroom.jpg",
        "addedon": "2025-04-14T14:21:35.690"
      }
    ],
    "Comments": [
      {
        "CommentText": "This customer has a dog.",
        "AddedOn": "2025-05-23T17:15:42.106",
        "UpdatedOn": "2025-05-23T17:15:42.106"
      }
    ],
    "Links": null,
    "Notes": null,
    "Tags": [
      {
        "TagText": "june sales",
        "Added On": "2025-05-23T17:17:02.284"
      },
      {
        "TagText": "alta",
        "Added On": "2025-05-23T17:17:05.328"
      },
    ],
    "TaxCodes": null,
    "LineItems": [
      {
        "LineItemNumber": 1,
        "Quantity": 3,
        "ProductName": "GRA - Exterior Solar Shades",
        "ProductType": "Roller Shades",
        "Manufacturer": "Graber",
        "ProductVersion": null,
        "ProductDate": null,
        "Style": "Continuous Loop",
        "Taxable": false,
        "Description": "w:64 | h:64 | SS Broadcast | Alfresco (47504) | Inside | Right | Standard Roll | val:No Valance (N) | PLEASE SELECT",
        "ItemCost": 423.75,
        "ItemPrice": 565.00,
        "UniqueID": "5A2DE1D4-86B2-4991-B985-31EFC9A40B22",
        "AddedOn": "2022-10-06T19:48:34.897",
        "UpdatedOn": "2025-04-18T20:03:10.283",
        "Options": [
          {
            "Name": "Room Location",
            "Value": "Kitchen"
          },
          {
            "Name": "Color",
            "Value": "Ivory"
          },
          {
            "Name": "Remarks",
            "Value": null
          }
        ]
      }
    ],
    "AdditionalCharges": [
      {
        "Group": "",
        "Category": "Shipping",
        "ChargeCode": "HG0WLVCV",
        "Name": "Shipping & Handling",
        "Quantity": 1,
        "QuantityOverridden": false,
        "Taxable": false,
        "Promotion": false,
        "Automatic": true,
        "Cost": 0.00,
        "Amount": 75.00,
        "UpdatedOn": "2025-07-21 14:33:28.000"
      }
    ]
  }  
}

Quote updated

A quote is updated. This payload, with an action key of quote:updated, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who updated the quote. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that was updated. See the Quote Create event for details.
quote:updated payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote
}

Quote deleted

A quote is deleted. This payload, with an action key of quote:deleted, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who updated the quote. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that was updated. See the Quote Create event for details.
details
Details on the quote that was deleted. This is an object with the following properties:
  • ordernumber: The order number of the quote that was deleted.
  • uniqueid: The unique identifier of the quote that was deleted.
quote:deleted payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "ordernumber": "503",
    "uniqueid": "32a53eef-65c6-449c-8721-be167468ef5e"
  }
}

Internal note created

An internal note is added to a quote. This payload, with an action key of quote:note_created, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who created the note. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the note is for. See the Quote Create event for details.
details
Details on the note that was added. This is an object with the following properties:
  • note: The text of the note.
quote:note_created payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "note": "This was approved on 5/17."
  }
}

Internal note updated

A note on a quote is updated. This payload, with an action key of quote:note_updated, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who updated the note. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the note is for. See the Quote Create event for details.
details
Details on the note that was added. This is an object with the following properties:
  • oldnote: The text of the note before it was changed.
  • newnote: The text of the note after it was changed.
quote:note_updated payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "oldnote": "This was approved on 5/17.",
    "newnote": "The customer changed their mind on 5/19."
  }
}

Internal note deleted

A note on a quote is deleted. This payload, with an action key of quote:note_deleted, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who deleted the note. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the note is for. See the Quote Create event for details.
details
Details on the note that was deleted. This is an object with the following properties:
  • note: The text of the note that was deleted.
quote:note_deleted payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "note": "This was approved on 5/17."
  }
}

Attachment added

A file is attached to a quote. This payload, with an action key of quote:attachment_added, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who created the attachment. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the attachment is for. See the Quote Create event for details.
details
Details on the attachment that was added. See the Quote Create event for details.
quote:attachment_added payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "uniqueid": "A04C28D3-929E-4CE7-B16E-2FDACA8BE13C",
    "name": "livingroom.jpg",
    "size": 36130,
    "filename": "livingroom.jpg",
    "url": "https://weboe2files.blob.core.windows.net/files/a04c28d3-929e-4ce7-b16e-2fdaca8be13c/livingroom.jpg",
    "addedon": "2025-04-14T14:21:35.690"
  }
}

Attachment deleted

An attachment is removed from a quote. This payload, with an action key of quote:attachment_deleted, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who deleted the attachment. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the attachment is for. See the Quote Create event for details.
details
Details on the attachment that was deleted. See the Quote Create event for details.
quote:attachment_deleted payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "uniqueid": "A04C28D3-929E-4CE7-B16E-2FDACA8BE13C",
    "name": "livingroom.jpg",
    "size": 36130,
    "filename": "livingroom.jpg",
    "url": "https://weboe2files.blob.core.windows.net/files/a04c28d3-929e-4ce7-b16e-2fdaca8be13c/livingroom.jpg",
    "addedon": "2025-04-14T14:21:35.690"
  }
}

Link created

A link is added to a quote. This payload, with an action key of quote:link_created, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who created the link. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the link is for. See the Quote Create event for details.
details
Details on the link that was added. This is an object with the following properties:
  • name: The name given to the link.
  • type: A number that indicates the type of link.
  • 0 = An entity such as a customer or sale
  • 1 = An external URL.
  • url: For url links, the given url.
  • relatetype: A number that indicates the type of entity the link relates to:
  • 0 = relates to
  • 1 = duplicates
  • 2 = duplicated by
  • 3 = replaces
  • 4 = replaced by
  • relatetarget: A number that indicates the type of entity the link relates to:
  • 0 = Customer
  • 1 = Quote/Sale
  • 2 = Purchase Order
  • 3 = Vendor
  • 4 = Site Vendor
  • 5 = Account Vendor
  • relateuniqueid: The unique id of the entity the links relates to.
quote:link_created payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "type": 0,
    "name": "Amazon",
    "url": "https://amazon.com",
    "relatetype": null,
    "relatetarget": null,
    "relateuniqueid": null
  }
}

Link updated

A link on a quote is changed. This payload, with an action key of quote:link_updated, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who updated the link. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the link is for. See the Quote Create event for details.
details
Details on the link that was changed. This is an object with the following properties:
  • oldname: The old name given to the link.
  • newname: The new name given to the link.
  • oldtype: A number that indicates the old type of link. See the Link Created event for details.
  • newtype: A number that indicates the new type of link. See the Link Created event for details.
  • oldurl: For url links, the given old url.
  • newurl: For url links, the given new url.
  • oldrelatetype: A number that indicates the old type of entity the link relates to. See the Link Created event for details.
  • newrelatetype: A number that indicates the newtype of entity the link relates to. See the Link Created event for details.
  • oldrelatetarget: A number that indicates the old type of entity the link relates to. See the Link Created event for details.
  • newrelatetarget: A number that indicates the new type of entity the link relates to. See the Link Created event for details.
  • oldrelateuniqueid: The old unique id of the entity the links relates to.
  • newrelateuniqueid: The new unique id of the entity the links relates to.
quote:link_updated payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "oldname": "Google",
    "newname": "Google Web Site",
    "oldtype": 1,
    "newtype": 1,
    "oldurl": "www.google.com",
    "newurl": "https://www.google.com",
    "oldrelatetype": null,
    "newrelatetype": null,
    "oldrelatetarget": null,
    "newrelatetarget": null,
    "oldrelateuniqueid": null,
    "newrelateuniqueid": null
  }
}

Link deleted

A link on a quote is removed. This payload, with an action key of quote:link_deleted, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who deleted the link. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the link is for. See the Quote Create event for details.
details
Details on the link that was deleted. See the Link created event for details.
quote:link_deleted payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "type": 0,
    "name": "Amazon",
    "url": "https://amazon.com",
    "relatetype": null,
    "relatetarget": null,
    "relateuniqueid": null
  }
}

Comment created

A comment is added to a quote. This payload, with an action key of quote:comment_created, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who added the comment. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the comment is for. See the Quote Create event for details.
details
Details on the comment that was added. This is an object with the following properties:
  • comment: The text of the comment.
quote:comment_created payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "comment": "The window is hard to reach"
  }
}

Comment updated

A comment on a quote is updated. This payload, with an action key of quote:comment_updated, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who updated the comment. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the comment is for. See the Quote Create event for details.
details
Details on the comment that was updated. This is an object with the following properties:
  • oldcomment: The text of the comment before it was changed.
  • newcomment: The text of the comment after it was changed.
quote:comment_updated payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "oldcomment": "The window is hard to reach",
    "newcomment": "The window is hard to reach. Bring a tall ladder"
  }
}

Comment deleted

A comment on a quote is deleted. This payload, with an action key of quote:comment_deleted, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who deleted the comment. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that the comment is for. See the Quote Create event for details.
details
Details on the comment that was deleted. This is an object with the following properties:
  • comment: The text of the comment.
quote:comment_deleted payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "comment": "The window is hard to reach"
  }
}

Status changed

The status of the quote is changed. This payload, with an action key of quote:status_changed, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who changed the status. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote whose status is changing. See the Quote Create event for details.
details
Details on the status that was changed. This is an object with the following properties:
  • name: The name of the new status.
  • uniqueid: The unique id of the new status.
quote:status_changed payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "name": "Pending Approval",
    "uniqueid": "b6302987-0d07-414c-bda3-5734339a6dd5"
  }
}

Workflow changed

The workflow of the quote is changed. This payload, with an action key of quote:workflow_changed, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who changed the workflow. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote whose workflow is changing. See the Quote Create event for details.
details
Details on the workflow that was changed. This is an object with the following properties:
  • name: The name of the new workflow.
  • uniqueid: the unique id of the new workflow.
quote:workflow_changed payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "name": "Quote Remeasure",
    "uniqueid": "b6302987-0d07-414c-bda3-5734339a6dd5"
  }
}

Delivery range changed

The delivery range of the quote is changed. This payload, with an action key of quote:delivery_range_changed, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who changed the delivery range. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote whose delivery range is changing. See the Quote Create event for details.
details
Details on the delivery range that was changed. This is an object with the following properties:
  • name: The name of the new delivery range.
  • uniqueid: The unique id of the new delivery range.
quote:delivery_range_changed payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "name": "3-4 Weeks",
    "uniqueid": "b6302987-0d07-414c-bda3-5734339a6dd5"
  }
}

Sales rep changed

The sales rep for a quote is changed. This payload, with an action key of quote:sales_rep_changed, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who changed the sales rep. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote whose sales rep is changing. See the Quote Create event for details.
details
Details on the new sales rep. This is an object with the following properties:
  • name: The name of the sales rep.
  • email: The email address of the sales rep.
  • uniqueid: The unique ID of the sales rep.
quote:sales_rep_changed payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "name": "Todd Jones",
    "email": "tjones@gmail.com",
    "uniqueid": "b6302987-0d07-414c-bda3-5734339a6dd5"
  }
}

Cancelled

The quote is cancelled. This payload, with an action key of quote:cancelled, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who cancelled the quote. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that has been cancelled. See the Quote Create event for details.
details
Details on the time at which the quote was cancelled. This is an object with the following properties:
  • canceledon: The date/time, in UTC, when the quote was cancelled.
quote:cancelled payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "canceledon": "pending"
  }
}

Un-cancelled

The quote is un-cancelled. This payload, with an action key of quote:uncancelled, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who un-cancelled the quote. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that has been un-cancelled. See the Quote Create event for details.
quote:uncancelled payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote
}

Put on hold

The quote is put on hold. This payload, with an action key of quote:put_on_hold, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who put the quote on hold. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that has been put on hold. See the Quote Create event for details.
details
Details on the message provided for the quote's hold status. This is an object with the following properties:
  • message: The message explaining the quote's hold status.
quote:put_on_hold payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote,
  "details": {
    "message": "The customer wants to wait until after the holidays."
  }
}

Removed from hold

The quote is removed from being on hold. This payload, with an action key of quote:removed_from_hold, provides the following fields:
Parameter
Description
site
The site that the quote belongs to. See the Customer Create event for details.
account
The account that the quote belongs to. See the Customer Create event for details.
user
The user who removed the quote from hold. See the Customer Create event for details.
customer
The customer to whom the quote belongs. See the Customer Create event for details.
quote
The quote that has been removed from hold. See the Quote Create event for details.
quote:removed_from_hold payload
{
  "site": site,
  "account": account,
  "user": user,
  "customer": customer,
  "quote": quote
}